Free Retirement Workshops in St. Louis Metropolitan Area to Help You Retire With Confidence, Clarity, and Peace of Mind
You’ve saved, sacrificed, and supported everyone else—but now, as retirement approaches, the questions start piling up:
You’re not alone. And there is a better way.
University of Missouri-St. Louis
Time: 6PM – 8PM
Location: Millennium Student Center
Capacity: 50 guests
Jefferson College (Hillsboro)
Time: 6PM – 8PM
Location: Viking Room
Capacity: 50 guests
This workshop is best suited for individuals with $250,000 or more in investable assets—including 401(k)s, IRAs, savings, brokerage accounts, annuities, or other retirement funds..
This free, in-person workshop walks you through a practical system that covers the most critical areas of retirement planning.
It’s built to help you feel clear, calm, and in control—no matter what the market does.
We’ll cover how to align every area of your financial life around these five pillars:
Taxes – Minimize taxes on retirement income
Investments – Balance growth and protection
Income – Create reliable monthly income that lasts
Healthcare – Plan for costs and protect your future
Legacy – Make sure what you’ve built ends in peace, not confusion
I remember sitting on the porch with my grandmother after she came home from working another late shift.
Her feet were swollen. Her body was tired.
But she still smiled and told me,
“Be strong, son. Do what you say you’re going to do. No matter what life throws your way, do it with a smile, because life is a blessing.”
She was doing everything alone after my grandfather passed away suddenly —with no plan, no support, no guidance.
That’s why I do this work.
Because I’ve seen what happens to families when there’s no structure, and I’ve seen the peace that comes when there is.
Over the past 15+ years, I’ve helped families across the country protect their futures and build retirement strategies they can actually count on.
This workshop is one way I give back—by sharing what I’ve learned so you don’t have to figure it out alone.
We’ll explore real strategies, real examples, and real-life solutions to help you:
Avoid common investing mistakes that drain savings
Prepare for healthcare costs and long-term care
A chance to ask questions and get real answers
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